Who owns Nuveen Mortgage and Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JLS from SEC Form 13F filings across 33 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 33 institutions disclosed 2.2M shares of Nuveen Mortgage and Income Fund worth $22.8M — about 40% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
33
13F holders
$22.8M
value, 2026 filers
40%
of shares outstanding (2.2M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 878,972 | $15,363 | 0.3% | 16% | -8.5% |
| 2 | AMERIPRISE FINANCIAL INC | 368,549 | $6.4M | 0.0% | 6.7% | +24.3% |
| 3 | Advisors Asset Management, Inc. | 87,984 | $1.5M | 0.0% | 1.6% | -43.9% |
| 4 | MORGAN STANLEY | 86,892 | $1.5M | 0.0% | 1.6% | -7.2% |
| 5 | Fiera Capital Corp | 67,056 | $1.2M | 0.0% | 1.2% | +2.6% |
| 6 | Invesco Ltd. | 59,947 | $1.0M | 0.0% | 1.1% | +18.9% |
| 7 | OSAIC HOLDINGS, INC. | 58,822 | $1.0M | 0.0% | 1.1% | +2.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 57,224 | $1.0M | 0.0% | 1% | -51.4% |
| 9 | WELLS FARGO & COMPANY/MN | 51,635 | $902,480 | 0.0% | 0.9% | +2.8% |
| 10 | RAYMOND JAMES FINANCIAL INC | 49,360 | $862,724 | 0.0% | 0.9% | +3.5% |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 48,428 | $846,425 | 0.0% | 0.9% | 0.0% |
| 12 | Venture Visionary Partners LLC | 46,782 | $817,659 | 0.0% | 0.9% | +0.1% |
| 13 | Thomas J. Herzfeld Advisors, Inc. | 44,897 | $784,710 | 0.2% | 0.8% | -38.2% |
| 14 | Compound Planning, Inc. | 41,876 | $731,907 | 0.0% | 0.8% | +0.6% |
| 15 | FIRST TRUST ADVISORS LP | 37,080 | $648,079 | 0.0% | 0.7% | +3.4% |
| 16 | Hennion & Walsh Asset Management, Inc. | 33,944 | $593,273 | 0.0% | 0.6% | +14.7% |
| 17 | Clear Street Group Inc.NEW | 26,256 | $458,902 | 0.0% | 0.5% | new |
| 18 | Baird Financial Group, Inc. | 21,950 | $383,642 | 0.0% | 0.4% | -0.6% |
| 19 | Closed-End Fund Advisors, Inc. | 20,710 | $361,969 | 0.4% | 0.4% | -0.5% |
| 20 | LPL Financial LLC | 19,816 | $346,342 | 0.0% | 0.4% | +3.6% |
| 21 | Cetera Investment Advisers | 19,021 | $332,449 | 0.0% | 0.3% | -52.5% |
| 22 | MELFA WEALTH MANAGEMENT, INC. | 18,744 | $327,603 | 0.2% | 0.3% | +0.4% |
| 23 | Sowell Financial Services LLC | 18,576 | $324,671 | 0.0% | 0.3% | 0.0% |
| 24 | STIFEL FINANCIAL CORP | 11,962 | $209,075 | 0.0% | 0.2% | 0.0% |
| 25 | Cambridge Investment Research Advisors, Inc. | 11,886 | $208 | 0.0% | 0.2% | +0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.